Follow these steps to add a new workflow:
- Click the Add Workflow button to begin building your Workflows.
2. Click Build from scratch, if you want to build a workflow from scratch and then skip to step 4.
3. Select Duplicate from Existing Workflow if you want to copy a workflow. Then, choose the workflow to copy from the drop-down menu and click Save.
4. If you chose Build from Scratch in Step 2, enter a title for your workflow.
5. Select the workflow type from the dropdown box:
- Pre-Screen: A Pre-Screen Workflow is used to qualify candidates before you select the successful candidate for a role. The candidates can add their personal information, upload compliance and credential files, self-assess against required skills and assign themselves to Talent Pools.
- Onboarding: An Onboarding Workflow is used to introduce your new hires to your company. You can request additional compliance and credentials files, complete Police Checks and Work Rights Checks and have your new staff complete induction courses.
- General: A General Workflow allows you to create a workflow unique to your organisation. Build your own workflow using the various Workflow Tasks available, including file uploads, Police Checks, courses and self-assessed skill.
6. Add a description to give more context to the Workflow.
7. Set the status of the workflow. Active means users can access the workflow. Disabled means
users will not be able to view the workflow on the platform.
When you're done with your updates, make sure to click Save to apply the changes.
Next step: Add items to your workflow. See the related article for details: Adding workflow items